Breydan Tilley - Frazie Wealth Management

Breydan Tilley - Frazie Wealth Management Breydan Tilley is a Financial advisor at Frazie Wealth Management, a wealth management firm in Portsmouth, Ohio Frazie Wealth Management, Inc.

is a wealth services firm whose advisors focus on managing and organizing the financial affairs of select families in Portsmouth, OH, Ashland, KY, and surrounding areas. Breydan Tilley is a dedicated financial advisor serving clients in Portsmouth, Ohio. With a strong foundation in business and finance, he brings a disciplined and thoughtful approach to wealth management. As a husband to Morgan an

d father to two young children, Luca and Mia, Breydan understands the importance of long-term financial security and legacy planning. He offers a holistic approach to financial freedom, guided by four key cornerstones:
• Retirement Planning & Portfolio Management
• Tax Mitigation Strategies
• Family Protection
• Estate Coordination

Through his role at Frazie Wealth Management, Breydan is committed to delivering personalized financial strategies that help individuals and families achieve clarity, confidence, and peace of mind for the future.

-

Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Frazie Wealth Management and Cambridge are not affiliated. Content provided via links to third party sites should not be considered an endorsement of third party content. We make no representation as to the completeness or accuracy of information provided at these websites. No compensation is being provided for sharing of opinions and experiences on this site. The reviewer's comments may not be representative of any other person's experience and is no guarantee of future performance or success.

10/08/2025

Most people have some life insurance through their employer - but for most families, it’s not nearly enough.

Employer coverage typically only equals 1x your salary, maybe 2x if you’re lucky.
But if something happened to you, would that really be enough to:
👉 Cover the mortgage
👉 Replace years of lost income
👉 Fund your kids’ education
👉 Help your family stay financially stable

Life insurance through work is a great starting point, but it shouldn’t be the whole plan.
It’s temporary (goes away when you change jobs) and often doesn’t provide the protection your family truly needs.

If you’re unsure about the right amount of coverage for your situation, I can help you determine the best option - no pressure, just good information to help you protect the people who matter most. ❤️

❤️ Family First, Always ❤️At the end of the day, everything we do is about the people sitting across the table from us. ...
09/18/2025

❤️ Family First, Always ❤️

At the end of the day, everything we do is about the people sitting across the table from us. Protecting your family isn’t just about today-it’s about making sure they’re secure tomorrow, no matter what life brings.

That’s why financial planning matters. It’s about:
✔️Protecting your loved ones with the right insurance
✔️Building wealth through smart investing
✔️Planning ahead so your legacy lives on
✔️Creating peace of mind knowing your family is covered

Your family counts on you - make sure they’re protected with a plan built for security and growth.

📲 Message me today to start building your family’s financial safety net.

This is about as good a picture that we get with the littles lol

08/26/2025

💡 Is your money working for you, or sitting still?
Many people think that keeping their money in the bank is the safest option. But here’s the truth: with inflation and what’s often called the “invisible tax,” your dollars are slowly losing purchasing power every single day they sit there.
That’s why investing is so important. By putting your money to work through smart, long-term investments, you’re not just preserving your wealth, you’re growing it. 📈
The goal isn’t to take unnecessary risks, but to find the right balance that helps your money outpace inflation, so your hard-earned savings can truly support your future.
👉 Don’t let your money sit idle. Let’s build a strategy to get it working for you.

08/20/2025

Your family is your greatest treasure. ❤️
Life is full of uncertainties, but one thing you can control is how well you prepare for the future. Protecting your loved ones means ensuring they’re cared for no matter what happens.

At Frazie Wealth Management, we help families create plans that provide security, peace of mind, and confidence-whether through life insurance, retirement planning, or building long-term wealth.

Don’t wait until it’s too late-start protecting what matters most today.
📞 Let’s talk about how you can safeguard your family’s future.

08/15/2025

Come out and support the Wheelersburg community at the 1st annual Football Community Vendor Fair/Carnival.

Stop by my tent- sink a putt and win a mug!!

08/14/2025

💡 Life Insurance Retirement Plan (LIRP) – A Smart, Tax-Advantaged Strategy for the Future

When it comes to building wealth for retirement, most people think of 401(k)s, IRAs, or other traditional investment accounts. But did you know there’s a way to grow your retirement savings tax-advantaged, while also protecting your family with life insurance?

That’s where a Life Insurance Retirement Plan (LIRP) comes in.

✅ Tax-deferred growth - Your cash value grows without current taxation.
✅ Tax-free access - You can take withdrawals or loans in retirement without triggering income taxes (if structured properly).
✅ Protection for your loved ones – A death benefit ensures your family is cared for no matter what happens.
✅ No contribution limits – Unlike traditional retirement accounts, there’s no IRS cap on how much you can put in.

A LIRP can be a powerful tool for high-income earners, business owners, or anyone wanting to diversify their retirement strategy while locking in permanent life insurance protection.

📅 The best time to start? Now. The earlier you begin, the more time your cash value has to grow.

If you’d like to explore how a LIRP could fit into your overall plan, let’s talk. Your future self will thank you.

07/31/2025

💼 Roth IRA vs. Traditional IRA - What’s the Difference? 🧾

Planning for retirement means making smart decisions today that your future self will thank you for. One of the most common questions we get at Frazie Wealth Management is:
➡️ “Should I choose a Roth IRA or a Traditional IRA?”

Here’s a quick breakdown:
Traditional IRA
• Contributions may be tax-deductible
• Pay taxes later when you withdraw in retirement
• Ideal if you expect to be in a lower tax bracket later

Roth IRA
• Contributions are made with after-tax dollars
• Qualified withdrawals are tax-free
• Great for younger investors or those expecting higher income later

Both options have their benefits - the key is choosing the one that aligns with your financial goals and tax situation.

💬 Not sure which is right for you? Let’s talk through it and make a plan that fits your future.

07/28/2025

📈 Start Early. Retire Confidently. 🕰️

At Frazie Wealth Management, we believe that the key to a strong retirement is starting early and staying consistent.
Whether you're just entering the workforce or well into your career, the earlier you start saving, the more time your money has to grow through the power of compound interest. Even small contributions today can lead to significant wealth.

✅ Customized retirement strategies
✅ Long-term growth planning
✅ Guidance every step of the way

Don’t wait for “someday” - make your future a priority today.
📞 Ready to get started? Let's talk.

Hey everyone, I wanted to introduce myself. My name is Breydan Tilley I live in Wheelersburg, Ohio with my 2 amazing kid...
07/23/2025

Hey everyone, I wanted to introduce myself. My name is Breydan Tilley I live in Wheelersburg, Ohio with my 2 amazing kiddos and my beautiful wife, Morgan.

I work at Frazie Wealth Management where we specialize in helping individuals and entrepreneurs organize their wealth to meet life’s evolving needs. Whether you’re:

▪️Planning for major milestones
▪️Managing your investments
▪️Planning for retirement
▪️looking for tax mitigation

—our approach is designed to provide clarity and direction every step of the way.

I’m here to help you feel more confident about your financial future. Let’s build something meaningful together!

07/23/2025

🌟 From income planning to lifestyle goals, SMART goals for retirement provide a framework for creating your ideal future. Start planning today! https://monkeylink.co/qa/qa-1f0bf0

Address

701 Chillicothe Street
Portsmouth, OH
45662

Opening Hours

Monday 8:30am - 4:30pm
Tuesday 8:30am - 4:30pm
Wednesday 8:30am - 4:30pm
Thursday 8:30am - 4:30pm
Friday 8:30am - 4:30pm

Telephone

+17403549585

Website

Alerts

Be the first to know and let us send you an email when Breydan Tilley - Frazie Wealth Management posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Breydan Tilley - Frazie Wealth Management:

Shortcuts

Share

Category